WeInvest company logo
Digital Wealth as a Service - For banks, brokers and asset managers51-200 Employees
  • Growth Stage
    Expanding market presence
Website
Locations
Company size
51-200 people
Total raised
$13.3M
Company type
StartupPrivate Company
Markets
Investment ManagementFinance TechnologyWealth ManagementFinancial Technology
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Jobs at WeInvest

WeInvest is Asia's first end-to-end Digital Wealth Platform: We help institutions deliver a full-suite digital investing experience to their customers: at scale, with positive unit economics through a unique business model. We are redefining how banks, brokers and asset managers interact with their clients. We are enabling Relationship Managers with tools so that they can focus more on their relationships. We are building the next generation segment-redefining platform in wealth management. WeInvest provides an end-to-end Digital Wealth Management Platform through our four product lines: 1. ADVISEWEALTH - RM-enabled Robo-Advisory for affluent clients. Relationship Managers will get a holistic view of their portfolio and precision-service their clients. It enhances RM productivity and offers a superior user experience while reducing operational cost. 
2. GROWWEALTH - Asia’s first B2B2C Robo-advisory platform is a completely online user experience to invest in goals that support multiple asset classes, currencies, theme-based investing & partner integrations. 3. STRATEGY MARKETPLACE - Our Marketplace offers a suite of pre-tested and validated portfolios from some of the most trusted and renowned global investment managers. The service allows for plug-and-play capability for institutions to leverage the most effective strategies that address the varied investment needs of their clients. 4. TRACKWEALTH - TrackWealth automatically Aggregates accounts across asset classes for emerging affluents to UHNWIs. While equipping clients with an easy-to-use interface, it generates data intelligence for institutions be able to service and cross-sell more effectively & efficiently. WeInvest would like to welcome those passionate about their areas of expertise - be it financial technology, portfolio design, trade workflows, investor-centric front-ends or managing hi-value teams equipping the financial industry with the most effective investment tools.

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